Other · DOL Form 5500 · 2023

Episcopal Children's Services, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
694
Participants Below avg headcount
62nd
Percentile by assets National rank
$17,126
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan · Sponsored by Episcopal Children's Services, Inc. · Florida · Other Services

$12M in assets, 694 participants

Episcopal Children's Services, Inc.'s Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan reported $12M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,189 in Other Services (7,857 peers)

Episcopal Children's Services, Inc. multi-year trail

Episcopal Children's Services, Inc.'s plans moved +41.0% in assets from 2022 to 2024; this filing shows Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan at $12M / 694 participants.

#6,189
in Other Services (7,857 peers)
+25.3%
assets growth YoY

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan's mid-pack asset rank among Other Services and all filers

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,885,324 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan reported participants fell from 739 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591146765 · Episcopal Children's Services, Inc. PY 2023 · Other

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan · $12M · 694 · 62nd

  • VS-ST $12M
  • VS-ST 694
  • VS-ST 62nd
  • VS-ST Other
  • VS-ST near Housing Works, Inc. 403(b) Tda Plan
  • VS-ST ind #6189

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Florida →

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan in the asset neighbourhood

Barc Developmental Services Thrift PlanBarc Developmental Services …$12MEpiscopal Children's Services, Inc. Tax Deferred Annuity Savings PlanEpiscopal Children's Service…$12MHousing Works, Inc. 403(b) Tda PlanHousing Works, Inc. 403(b) T…$12MHattie Larlham 403(b) Retirement Savings PlanHattie Larlham 403(b) Retire…$12MAsbestos Workers Local 75 Indiana Retirement FundAsbestos Workers Local 75 In…$12M
End-of-year total assets ($M) among Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Episcopal Children's Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Episcopal Children's Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.02026762611286% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.49M $13.4M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 739 $9M
2023 1 694 $12M
2024 1 670 $13M

Episcopal Children's Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN591146765
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan, Total assets ($B): 0.011885324 · Participants: 694Episcopal Children's Services, Inc. Tax Deferred Annuity Savings PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan vs. nearby Other plans in Florida, assets vs. participants

Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Housing Works, Inc. 403(b) Tda Plan in NY ($12M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan assets move in 2023? ▼
Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan grew sharply - up 25.3% during 2023, from $9M to $12M. Reported net income was $2M.
How have Episcopal Children's Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Children's Services, Inc.'s sponsor-wide assets grew 41.0%, from $9M to $13M.
Which Other plans are similar in size to Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan? ▼
Among Other plans in other states, the closest by assets is Housing Works, Inc. 403(b) Tda Plan in NY ($12M, 251 participants).
Which Other plans cover a similar participant headcount to Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (695 participants, $946K in assets).